Managing Director, Global Head of Investor Relations

Oaktree Capital Management, L.P.•Los Angeles, CA

About The Position

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,500 employees and offices in more than 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/

Requirements

Experience in investor relations, client service or client relationship management at an asset manager, ideally with a focus on leveraged finance
High fluency in leveraged finance, with an ability to communicate effectively about complex investment strategies with both investment teams and with investors
Excellent project management experience
Experience in high volume processes and technology enabled solutions
Excellent communication and presentation skills, both written and verbal.
Strong relationship management skills across multiple countries, being able to flex communication style to diverse geographies and investors
Experience leading and retaining a high-performing, global team while modeling excellence in their own work
Success building strong relationships cross-functionally across teams
A strategic mindset focused on building a best-in-class function

Nice To Haves

MBA, CFA or other recognized advanced credentials is a plus.

Responsibilities

Support existing investors to monitor and oversee their investments
Partner with the Global Client Group to provide content/messaging to support ongoing fundraising
Act as a credible extension of the investment team, with the ability to represent strategies and portfolios
Participate in client meetings as the subject-matter expert on the portfolios, providing detailed insight into individual credits, positioning, performance, and strategy on existing portfolios and investments
Oversee and triage investor inquiries, coordinating responses across IR, PMs, and other internal teams
Lead LPACs and related investor governance processes
Manage investor/advisory committees and produce required materials
Oversee creation of various quarterly, annual and ad hoc investor reports and associated commentary
Manage production of presentations for select events such as Annual Investor Meeting, Brookfield / Oaktree hosted forums, 3rd Party Hosted Events
Partner closely with Client Relationship Managers (CRMs) to support and deepen relationships with institutional investors
Partner with Global Client Group to support fundraising and client engagement efforts, including in forming fundraising narrative
Provide monthly/quarterly data updates for marketing materials
Provide deep product and portfolio expertise in the LP diligence process
Support co-investment processes, including investor communication and coordination
Lead conversations with potential co-investment clients and coordinate required investment team resources for participation
Produce and/or procure materials required for co-Investment syndications (Teaser, Investment Memo, Investment Model)
Contribute to customized client solutions (e.g., separate accounts), working alongside Global Client Group and investment team
Develop and manage a team dedicated to Investor Relations across Performing, Opportunistic and Liquid Credit
Establish high standards for deliverables across the team, ensuring responsiveness, execution quality and good judgment
Act as escalation point for complex issues
Build scalable solutions and infrastructure, seeking to improve both outcomes and processes